We are live on ! Find out more
MCHB

Mechanics Bancorp

145 hedge funds and large institutions have $697M invested in Mechanics Bancorp in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $552M → $697M (+$145M)

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

8% more funds holding

Funds holding: 134145 (+11)

1.23% more ownership

Funds ownership: 82.59%83.82% (+1.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
145
Holders Change
+11
Holders Change %
+8.21%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
50
Reduced
45
Closed
14
Calls
$323K
Puts
Net Calls
+$323K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$122M +$1.07M +34,474 +1%
Russell Investments Group
2
Russell Investments Group
United Kingdom
$80.3M +$13.3M +428,889 +22%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$75.6M -$1.2M -38,840 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$54.7M -$2.05M -66,141 -4%
State Street
5
State Street
Massachusetts
$24.8M +$1.01M +32,525 +5%
Ameriprise
6
Ameriprise
Minnesota
$16.7M -$4.26M -137,726 -22%
NIMC
7
NWQ Investment Management Company
California
$16.2M -$7.49M -242,019 -34%
Northern Trust
8
Northern Trust
Illinois
$16.1M -$29.9K -967 -0.2%
Renaissance Technologies
9
Renaissance Technologies
New York
$15.3M +$2.01M +64,900 +17%
PFMOSF
10
Philadelphia Financial Management of San Francisco
California
$12.7M -$3.4M -109,983 -23%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$11.8M +$247K +7,977 +2%
Wells Fargo
12
Wells Fargo
California
$10.5M -$278K -8,996 -3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$10.3M +$8.76M +283,079 +1,348%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$9.42M -$282K -9,113 -3%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$9.04M +$1.65M +53,243 +25%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$8.95M +$2.27M +73,494 +39%
BCM
17
BHZ Capital Management
California
$8.1M -$4.21M -136,133 -36%
KCM
18
Kennedy Capital Management
Missouri
$7.58M -$130K -4,201 -2%
Boston Partners
19
Boston Partners
Massachusetts
$7.39M -$120K -3,871 -2%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$7.3M +$348K +11,260 +6%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$7.22M +$656K +21,206 +11%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.56M +$13.3K +431 +0.2%
EPCA
23
Elizabeth Park Capital Advisors
Ohio
$6.54M +$5.96M +192,482 New
BCM
24
Bridgeway Capital Management
Texas
$6.3M
MAM
25
Martingale Asset Management
Massachusetts
$6.15M +$4.59M +148,309 +456%

MCHB Hedge Fund Activity: Q4 2019 in Review

145 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q4 2019, worth a combined $697M — up 26% from $552M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MCHB positions and 14 closed out — a net gain of 16 holders — while 50 added to existing stakes and 45 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $13.3M. The largest seller was Investment Counselors of Maryland, exiting entirely with an estimated $21.6M sold.

  • 145 institutional investors held Mechanics Bancorp (MCHB) as of Q4 2019, up from 134 in Q3 2019.
  • Funds reported $697M of Mechanics Bancorp stock for Q4 2019, up 26% quarter-over-quarter.
  • 30 funds opened new Mechanics Bancorp positions in Q4 2019 and 14 closed out, a net change of +16 holders.
  • The largest Mechanics Bancorp buyer in Q4 2019 was Russell Investments Group, an estimated $13.3M added.
  • The largest Mechanics Bancorp seller in Q4 2019 was Investment Counselors of Maryland, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2019.